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Our Charleston Team

Jon Carroll

Jon Carroll

Field Director / Financial Advisor
Caroline Clark

Caroline Clark

Client Service Associate
Ragland Coxe

Ragland Coxe

Financial Advisor
Jason Creech

Jason Creech

CFO / OSJ Manager
James Dejter

James Dejter

Financial Advisor
Gavin Dooley

Gavin Dooley

Financial Advisor
Ethan Early

Ethan Early

Client Service Associate
Jack Felix

Jack Felix

Financial Advisor
Britt Gilbert

Britt Gilbert

CEO / Managing Partner
Nathan Heinlein

Nathan Heinlein

Financial Consultant
Michael Henry

Michael Henry

Financial Advisor
Rhett Lindler

Rhett Lindler

Financial Advisor
Lindsay Loignon

Lindsay Loignon

Financial Advisor
Sam McBride

Sam McBride

Financial Advisor
Paul Newell

Paul Newell

Financial Advisor
Nicholas Pavia

Nicholas Pavia

Director of Medical Division / Financial Advisor
Alex Roliczek

Alex Roliczek

Financial Advisor
Kristin Schwalbe

Kristin Schwalbe

New Business Processor
Keating Simons

Keating Simons

OSJ Principal
Jack Solen

Jack Solen

Financial Advisor
Ashley Stoll

Ashley Stoll

Client Service Associate
Tyler Tenaglia

Tyler Tenaglia

Investment Consultant
Noah Tremaine

Noah Tremaine

Financial Consultant
Todd Turner CEPA®

Todd Turner CEPA®

Financial Advisor
Ellerie Walker

Ellerie Walker

Practice Manager
Heather Wanner

Heather Wanner

Marketing & Recruiting Manager
Emily Welsh FPQP®

Emily Welsh FPQP®

Financial Paraplanner
John Welsh

John Welsh

Financial Advisor
Clark Wilson

Clark Wilson

Financial Advisor

Join our team

Become a part of the Commonwealth team to gain access to the independence and resources you need to build the practice you want.